Hello,
I made a mistake on my 2022 return submitted in January of 2022. The values for ordinary and qualified dividends on a 1099 div were incorrect. These changes affected my return in several places, including Schedule B, and form 1116 for foreign tax credit. These changes ripple throughout the return. I know that I'm supposed to include supporting forms and documentation, but so many of them have changed, my thought was to include the entire return with the 1040-X and also the entire return with my California amended return.
I realize that I missed my chance to e-file the amended return, so I'm planning to print and mail the return.
Does that seem like the correct strategy? I've never amended a return before this 2022's return, so I'm a little unsure of myself, and understandably want to do the right thing.
Thank you,
Kevin
